⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Small Cap Fund - Growth (Adjusted) | TRUSTMF Small Cap Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Trust MF |
| Category | Equity - Small cap Fund | Equity - Small cap Fund |
| NAV | ₹293.42 (15 Sep 2026) | ₹13.69 (15 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Rohit Seksaria | Mihir Vora |
| Inception | 15 Feb 2005 | 04 Nov 2024 |
| Returns | ||
| 1Y | 12.13% | 28.42% |
| 3Y | 15.07% | — |
| 5Y | 15.48% | — |
| Since Inception | 17.15% | 18.36% |
| Risk | ||
| 18.04 | 22.45 | |
| 0.85 | 0.94 | |
| 0.79 | 0.29 | |
| 0.62 | 11.38 | |
| 1.47 | 0.53 | |
| -13.89% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.99% | 1.56% |
| Exit Load | — | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
Category context: Equity vs Equity. Open the full Screener →